Matt Gladbach, CFP®

Investment Advisor
Serving DCM Clients since 2019

Matt Gladbach, CFP®
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Matt Gladbach, CFP®

Investment Advisor
Serving DCM Clients since 2019

Matthew Gladbach, CFP® joined Donaldson Capital Management in January 2019 as an Investment Advisor on our Atlanta team. In his role, Matt assisted in opening our newest office in Atlanta, as DCM continues to expand. Matt is also responsible for actively growing DCM’s AdvisorDirect relationship with TD Ameritrade. This segment of the DCM business allows us to offer our management expertise through 31 TD Ameritrade branches.

Matthew graduated from the University of Missouri  in 2001 with a Bachelor of Science in Business Administration degree with an emphasis in Finance.

After graduation, he immediately started his career in the financial services industry with ever-increasing roles at American Express Financial Advisors, Merrill Lynch, and for the last thirteen years with Scottrade (eventually purchased by TD Ameritrade). As a National Investment Consultant, Matt had an opportunity to manage at over 200 branches across 40 states during his tenure. Matt was responsible for managing numerous branches with over $1 Billion in assets under management and tens of thousands of accounts. During this time, Matt earned his MBA with an emphasis in finance in 2007 from Webster University in St. Louis.

In February 2005, Matthew successfully completed the CFP® Board’s requirements for certification and is a Certified Financial Planner™ professional.

Some interesting facts about Matt are that he has completed a marathon, was a contestant on Wheel of Fortune, has been to 5 of the 7 continents, and as a big sports fan, he’s attended a Game 7 of the St. Louis Cardinals World Series, an NBA Finals game, The Kentucky Derby, and The Masters.

Matt and his wife, Savannah, reside in Georgia with their 11-year-old Papillon, Sophie. Spending time with family, attending sporting events, and enjoy any adventure-seeking travel, fills some of their spare time. They actively volunteer with non-profits; their favorite being Heart of Passion, a non-profit that supports teenagers with cancer by facilitating an all-expense paid retreat for the guests hosted by other teens through leadership development. Heart of Passion has chapters in Atlanta, Charlotte, and New Orleans and was founded by Matt’s wife, Savannah.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.